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Clear Investment Research’s Costco COST Stock Holding History

Clear Investment Research’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-69
Closed -$68.3K – 83
2026
Q1 		$68.3K Buy
+69
New +$67.2K 0.11% 94
2025
Q4 		– Sell
-68
Closed -$63.3K – 85
2025
Q3 		$63.3K Sell
68
-8
-11% -$7.67K 0.08% 106
2025
Q2 		$75.5K Buy
76
+21
+38% +$20.9K 0.1% 96
2025
Q1 		$52.2K Hold
55
– – 0.07% 107
2024
Q4 		$50.5K Buy
55
+10
+22% +$9.28K 0.07% 104
2024
Q3 		$39.9K Buy
+45
New +$39.1K 0.05% 115
2024
Q1 		– Sell
-24
Closed -$15.8K – 222
2023
Q4 		$15.8K Buy
+24
New +$14.2K 0.02% 159

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clear Investment Research's COST Position: Q2 2026 in Review

Clear Investment Research sold out of Costco (COST) in Q2 2026, closing a stake of 69 shares — an estimated $68.3K sold.

Clear Investment Research first reported a position in COST in Q4 2023 and held it in 7 quarters. The position peaked at $75.5K in Q2 2025. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Clear Investment Research reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 69 Costco shares in Q2 2026, an estimated $68.3K.
  • Clear Investment Research first reported a position in Costco in Q4 2023 and held it in 7 quarters.
  • Clear Investment Research's Costco position peaked at $75.5K in Q2 2025.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.